Latest Institutional Transactions on Ishares Barclays 20+ Year Trea (TLT)
This table provides information on the latest institutional transactions involving Ishares Barclays 20+ Year Trea (TLT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
602New |
$54.1K - $61K
|
602
$54.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.19K+ 195.54% |
$107K - $120K
|
1.79K
$162K
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
64.5KNew |
$5.8M - $6.54M
|
64.5K
$5.84M
|
|
|
Oct 21, 2024
Q3 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
2.87K+ 10.16% |
$258K - $291K
|
31.1K
$2.82M
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
12.2K+ 12168.0% |
$1.09M - $1.23M
|
12.3K
$1.11M
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
1.99K+ 2.76% |
$179K - $201K
|
74.1K
$6.71M
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-6.03K- 9.67% |
$542K - $611K
|
56.3K
$5.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
18K+ 96.32% |
$1.62M - $1.82M
|
36.7K
$3.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-1.86K- 10.74% |
$167K - $189K
|
15.5K
$1.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
4.61K+ 6.86% |
$415K - $467K
|
71.9K
$6.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-4.47K- 14.29% |
$402K - $453K
|
26.8K
$2.42M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-76.3K- 63.39% |
$6.86M - $7.73M
|
44.1K
$3.99M
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
467+ 2.64% |
$42K - $47.3K
|
18.1K
$1.64M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-980- 13.48% |
$88.1K - $99.3K
|
6.29K
$569K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-11.4K- 44.06% |
$1.02M - $1.15M
|
14.4K
$1.31M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.99KNew |
$179K - $201K
|
1.99K
$180K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
451+ 100.67% |
$40.5K - $45.7K
|
899
$81.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
349KNew |
$31.4M - $35.4M
|
349K
$31.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
13.6K+ 586.24% |
$1.23M - $1.38M
|
16K
$1.44M
|
|
|
Oct 21, 2024
Q3 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-4.73K- 6.65% |
$425K - $479K
|
66.3K
$6M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-10.4K- 63.3% |
$937K - $1.06M
|
6.04K
$547K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-13K- 52.44% |
$1.17M - $1.32M
|
11.8K
$1.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-3.49K- 18.9% |
$313K - $353K
|
15K
$1.35M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
37.2K+ 56.6% |
$3.35M - $3.77M
|
103K
$9.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.8K+ 3.49% |
$1.15M - $1.29M
|
378K
$34.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
BUY
|
- |
2.95K+ 2.4% |
$266K - $299K
|
126K
$11.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-531- 38.28% |
$47.7K - $53.8K
|
856
$77.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
26.2K+ 28.18% |
$2.35M - $2.65M
|
119K
$10.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-14.8K- 7.27% |
$1.33M - $1.5M
|
189K
$17.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
92+ 4.55% |
$8.27K - $9.32K
|
2.11K
$191K
|
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
34K+ 201.32% |
$3.05M - $3.44M
|
50.8K
$4.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-8.73K- 63.91% |
$785K - $885K
|
4.93K
$446K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
355K+ 25.44% |
$31.9M - $35.9M
|
1.75M
$158M
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1KNew |
$90.2K - $102K
|
1K
$90.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
39.8K+ 2.09% |
$3.58M - $4.04M
|
1.94M
$176M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
PUT |
-31.8K- 63.47% |
$2.86M - $3.22M
|
18.3K
$1.66M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
29.5K+ 548.83% |
$2.65M - $2.99M
|
34.9K
$3.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
344K+ 15.89% |
$30.9M - $34.9M
|
2.51M
$227M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
14.8K+ 19.38% |
$1.33M - $1.5M
|
91K
$8.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
411+ 20.22% |
$37K - $41.6K
|
2.44K
$221K
|
|
|
Oct 18, 2024
Q3 2024
|
Refined Wealth Management
|
BUY
|
- |
1.41K+ 1.66% |
$126K - $142K
|
86.1K
$7.79M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
283+ 20.52% |
$25.4K - $28.7K
|
1.66K
$150K
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
890+ 2.27% |
$80K - $90.2K
|
40.1K
$3.63M
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
8.5KNew |
$764K - $861K
|
8.5K
$769K
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
1.63K+ 65.75% |
$147K - $165K
|
4.11K
$372K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
4.64KNew |
$417K - $470K
|
4.64K
$420K
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-13- 0.53% |
$1.17K - $1.32K
|
2.45K
$221K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
370K+ 1556.55% |
$33.3M - $37.5M
|
394K
$35.6M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.94% |
$180 - $203
|
214
$19.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
2.18K+ 31.8% |
$196K - $220K
|
9.02K
$816K
|